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Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

Here's a check of the markets in the first few minutes of trading.

CoreWeave's Harell Data partnership brings proprietary datasets and AI infrastructure together, opening another potential growth avenue amid fierce cloud competition.

This tech giant's new artificial intelligence agent just whipped investors into a frenzy.

The order is the largest for electric trucks in the U.S. to date, organizers say. Deployments will concentrate in 10 freight hubs from Los Angeles to Newark. The post Tesla wins lead role in 2,500-truck electric Class 8 order appeared first on FreightWaves.

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.

Microsoft stock wavered Wednesday despite getting the latest in a series of upgrades and price-target hikes on Wall Street.

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

Wall Street spent all year convinced AI would hollow out Salesforce's business model, and every time the stock dipped, one investor kept adding to the position anyway. Here is why the cash flow and buyback math convinced him the crowd had it exactly backwards.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI-disruption fears, and McDonald's (MCD) dipping 5% as the fast-food giant plans to invest $8.5 billion in restaurant upgrades and franchisee support through 2036.

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

Stifel’s bullish view is based on Microsoft’s AI growth and cost discipline.

Three covered call ETFs have deposited cash into investor accounts every single month for up to twelve years running, surviving a pandemic and multiple bear markets without missing a beat. The fund most income screens ignore has quietly outperformed the two obvious choices by a wide margin.

Wall Street is gearing up for this week’s summit between Donald Trump and Chinese President Xi Jinping.

Meta's new personal AI agent shattered download records and erased $200 billion in skepticism in a single session, but the cash flow statement tells a very different story about what comes next.

IREN has locked up gigawatts of power, billion-dollar contracts with Microsoft and NVIDIA, and analyst targets well above its current price, yet losses are ballooning and the real revenue test has not arrived. Here is what needs to happen in the next two quarters to turn this story stock into something more.

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

The cloud computing race is heating up.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Meta (META) more than 10% intraday surge after Wells Fargo (WFC) raised its price target on the stock from $640 to $796. Meta also got a boost from its Meta Muse AI agent app climbing to the top spot on Apple's (AAPL) App Store, highlighting growing momentum around the company's AI push.

Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.

Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.

Buying a slice of America's largest technology giants can help young investors build a secure financial future.

Mitsui High-tec, Inc. has already reported half-year 2026 results showing sales of ¥130,672 million and net income of ¥9,943 million, alongside a second-quarter dividend of ¥6.00 per share payable from October 8, 2026. At the same time, the company raised its full-year forecasts for sales, profit and earnings per share, citing robust demand, cost controls and favorable foreign exchange movements. Next, we’ll examine how this upgraded full-year guidance, built on stronger-than-expected...

I believe investors are underrating the potential of this compounding machine.

As the market rotates away from large-cap stocks, new opportunities have emerged in their place.

One year on from the $9.7 billion Microsoft deal, the company is finally delivering.

Investing.com -- Artificial intelligence is moving beyond text generation into scientific research, creating investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities, according to UBS Wealth Management.

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.